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JPMorgan cautious on Hims & Hers on GLP-1 transition risk

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Core Development: JPMorgan cautious on Hims & Hers on GLP-1 transition risk
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Investing.com -- JPMorgan revealed Friday that it has started coverage of Hims & Hers Health at Neutral, setting a December 2027 price target of $32 as it weighs the direct-to-consumer health platform's rapid growth against execution risks in its shift to branded weight-loss drugs.

The company revealed in March it would prioritize branded, FDA-approved medications and stop advertising compounded GLP-1 offerings.

Under a partnership with Novo Nordisk, Hims is said to have fulfilled more than 125,000 Wegovy shipments in the first six weeks of launch.

"We believe the Novo partnership should more than offset compounded GLP-1 headwinds," Smilek wrote, projecting 2026 GLP-1 revenue of $1.1 billion, up 46%, split between a decline in compounded sales and a surge in branded volumes.

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